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Distance Only Westlake, OH
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Scott Jones (CRD# 5470243) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westlake, OH and has over 16 years of experience in the finance industry. Scott Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Jump (CRD# 5113404) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westlake, OH and has over 7 years of experience in the finance industry.
Brian Kahl (CRD# 2068621) is an Investment Advisor Representative working at Newedge Advisors in Westlake, OH and has over 29 years of experience in the finance industry.
Jennifer Kahl (CRD# 4182272) is an Investment Advisor Representative working at Newedge Advisors in Westlake, OH and has over 23 years of experience in the finance industry.
Nathan Kaufman (CRD# 4573932) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westlake, OH and has over 21 years of experience in the finance industry. Nathan Kaufman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Kelley (CRD# 6146459) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, OH and has over 10 years of experience in the finance industry. Michael Kelley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Patricia Kelley (CRD# 1700454) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 35 years of experience in the finance industry.
Jonathan Kesselman (CRD# 6222037) is an Investment Advisor Representative working at Lpl Financial LLC in Westlake, OH and has over 10 years of experience in the finance industry. Jonathan Kesselman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brett Ketvertis (CRD# 4089140) is an Investment Advisor Representative working at Osaic Fa, Inc. in Westlake, OH and has over 21 years of experience in the finance industry.
Edward Kilpatrick (CRD# 4384557) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Westlake, OH and has over 9 years of experience in the finance industry.